Goldman Sachs: Herausforderungen gemeistert - Emerging Markets-Aktien

Goldman Sachs: Herausforderungen gemeistert - Emerging Markets-Aktien

Trotz großer Herausforderungen in den beiden vergangenen Jahren hat das GS Emerging Markets Equity Portfolio diese Zeit gut gemeistert. Wir erläutern die Entscheidungen, die zu diesem Ergebnis geführt haben und diskutieren unsere mittel- bis langfristigen Erwartungen an die Anlageklasse.

06.12.2021 | 07:10 Uhr

Zudem zeigen wir auf, welche vielfältigen Veränderungen diese Anlageklasse bereits im Laufe der Jahre durchlaufen hat.

Sebastian Gruhn, Client Portfolio Manager, Fundamental Equity bei Goldman Sachs Asset Management, beantwortet in diesem Video-Interview unter anderem folgende Fragen:

Was sind die Schwellenländer (EM), und warum sollte man überhaupt in diese Länder investieren? Denn viele denken bei Emerging Markets zumeist an China oder Asien – aber da steckt natürlich noch viel mehr dahinter. Überdies hält sich bei vielen Anleger die Überzeugung, dass Schwellenländer zu volatil sind – stimmt das? Und wie nähert man sich dieser Anlageklasse?

Wie wirken sich höhere Öl- und andere Rohstoffpreise auf die Schwellenländer aus? Außerdem nehmen Investitionen in passive Investments zu – ist es sinnvoll, auch über einen ETF in die Emerging Markets Aktien zu investieren?
Abschließend gibt Sebastian Gruhn eine Einschätzung der Anlagelandschaft, denn immerhin investiert Goldman Sachs Asset Management bereits seit über 20 Jahren in Schwellenländer. Was hat sich hier im Laufe der Jahre verändert?

Video

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